Get the free 2017 Form 8937 - Closed-End Funds

8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Service:. F.iili0MB No. 15452224 See separate instructions. Reporting

How to fill out 2017 form 8937

How to fill out 2017 form 8937

1. To fill out Form 8937 for the year 2017, follow these steps:
2. Download a blank copy of Form 8937 from the IRS website.
3. Read the instructions provided with the form to understand the requirements and how to properly fill it out.
4. Gather all the necessary information and supporting documents, such as stock purchase and sale information, corporate actions, and any other relevant information.
5. Start filling out the form by entering your name, address, and taxpayer identification number.
6. Enter the details of the securities in question, including the CUSIP number, issuer name, and description.
7. Provide the date of the organizational action or transaction that triggered the need for filing Form 8937.
8. Report the adjusted basis and fair market value of the securities involved.
9. Attach any required statements, schedules, or additional documentation as specified in the instructions.
10. Review the filled-out form for accuracy and completeness.
11. Sign and date the form before submitting it to the appropriate IRS address.
12. Note: It is advisable to consult a tax professional or refer to the IRS guidelines for any specific questions or complex situations while filling out Form 8937.

Who needs 2017 form 8937?

1. Form 8937 is required by certain issuers of specified securities who have undergone an organizational action or transaction that affects the basis of their securities.
2. These issuers typically include corporations who have undergone a merger, acquisition, spin-off, stock split, or other similar actions that result in a change to the tax basis of their securities.
3. The purpose of Form 8937 is to report these organizational actions to the IRS and provide necessary information to shareholders or investors for tax reporting purposes.
4. Issuers and their authorized representatives are responsible for filing this form if they meet the requirements outlined by the IRS.
5. Additionally, shareholders or investors who receive information from the issuer regarding an organizational action and basis adjustment may need to refer to Form 8937 for their own tax reporting and compliance purposes.

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What is form 8937 - closed-end?

Form 8937 is used by corporations and partnerships to report certain organizational actions affecting the basis of their stock or debt instruments for closed-end funds.

Who is required to file form 8937 - closed-end?

Entities that issue stocks, securities, or debt instruments and undertake organizational actions that affect the basis of these financial instruments are required to file Form 8937.

How to fill out form 8937 - closed-end?

Fill out Form 8937 by providing the name of the issuer, the number of shares affected, the date of the organizational action, and details regarding the action taken, as well as any other relevant financial and tax information.

What is the purpose of form 8937 - closed-end?

The purpose of Form 8937 is to inform shareholders and the IRS of certain organizational actions that affect the tax treatment of the stock or debt instruments.

What information must be reported on form 8937 - closed-end?

The form must report details such as the name of the issuer, the type of organizational action, the date of the action, and specifics of how the action affects the tax basis of the shares.